Best answer

Cancel or Reschedule appointments in Redtail

  • 5 January 2021
  • 6 replies
  • 157 views

Userlevel 1

I’m using Acuity and Redtail. I am able to create a Zap that when you schedule an appointment in Acuity it creates one in Redtail. Now say the client/prospect wants to either cancel or reschedule the appointment. How do I make a Zap to do that?

 

icon

Best answer by Troy Tessalone 5 January 2021, 22:44

View original

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

6 replies

Userlevel 1

Ah, ok thanks for your help Troy.

 

Userlevel 7
Badge +14

The limitation is with Redtail, not the scheduling app.

FYI: Most app integrations with Zapier are maintained by the app developer, rather than Zapier, so best to direct these type of feature requests to the app developer.

Userlevel 1

Hmm. Is there another Online Calendaring tool that would allow that type of integration?

 

Userlevel 7
Badge +14

Those Actions/Searches are not available via the Redtail Zapier integration.

A more technical way to achieve what you’re trying to do might be possible by using the Redtail CRM API: https://help.redtailtechnology.com/hc/en-us/sections/200708380-CRM-REST-API-

This would involve Webhook action steps: https://zapier.com/apps/webhook/integrations

Userlevel 1

Yes. So the process flow is Client creates an appointment using Acuity → Zap → Redtail  “Create new appointment”. Then Client changes the date and time of the appointment using Acuity → Zap → Redtail -- How do I change the appointment date and time in Redtail. Or if they Cancel the appointment how do I cancel the appointment in Redtail?

 

 

Userlevel 7
Badge +14

Can you please clarify your questions?

Do you mean update the existing record in Redtail?

What action are you originally creating in Redtail?